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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,926 | $117,904-32.2% | $102,457-22.0% | $145,978-45.2% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-22.0pp |
| Annual return | 12.29% | 31.80%-19.5pp | 29.41%-17.1pp | 550.52%-538.2pp |
| Employer contribution / active EE | $251 | $3,613-93.1% | $3,022-91.7% | $4,662-94.6% |
| Participant deferral / active EE | $1,932 | $5,733-66.3% | $5,054-61.8% | $6,690-71.1% |
| Admin fee / account holder | $8,046 | $13,329-39.6% | $9,451-14.9% | $13,400-40.0% |